AI Analyst
AI analysts, each with a persona and a framework of its own, who join you from the morning huddle through to the case file.
Every analyst has a persona
Each one has a name, a framework, a voice and red flags of its own. The analysts cover names and answer your questions, while the officers plan, check and run the work.
Analysts
Mira ChenGrowth at a reasonable price
Hugo RothDeep value, with a margin of safety
Asa LindqvistMacro, the regime first
Reed HaleMarkets and the morning tape
Vale QuinnChairs the morning meeting
Officers
Nora VossHead of Research
Maren HoltChief of Staff
Calder RhineChief Risk Officer
Quinn AdlerHead of Operations
Mira looks for growth at a reasonable price, Hugo for deep value, Asa reads the macro regime and Reed frames the market each morning. When you ask the council, up to four of them answer side by side, each leading with its stance.
Maren Holt reads where each company file stands and picks the next questions for the analyst covering it. She sets the order of the work, but she doesn't write it.
Calder Rhine, the Chief Risk Officer, flags concentration, restricted names and theses that have gone stale. He never originates coverage, and only you can overrule his veto.
Nora Voss allocates coverage, keeps the research calendar and reviews the quality of the book. She files a daily book pack and, each Friday, the research committee pack.
Quinn Adler watches the research queues, files a daily operations pack, and can pause what Scout promotes or cap the queue when the desk is full.
Vale Quinn runs the morning meeting: she sets the agenda, hands the floor to Reed, Mira, Hugo and Asa, and takes your questions.
A working day with your analysts
From a new idea to a name under coverage, every step has an analyst working on it and a decision waiting for you.
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1
Scout
AgentsEvery Monday Scout screens new names against your book, up to eight a week, and runs a deep dive on the strongest.
YouPromote the card you want, with its thesis check, and create a case from it.
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2
Huddle
AgentsBefore the open, Vale chairs the meeting while Reed brings the tape, Mira and Hugo update their names and Asa reads the regime.
YouMove the meeting along or put a question to anyone, then confirm, defer or assign each item.
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3
Ask
AgentsAn analyst answers in a thread, using the desk's tools and staying inside its own framework.
YouChoose the depth, from a quick read to a deep one, or start with a plan in read-only Plan mode.
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4
Council
AgentsOne question goes to up to four analysts at once, and each answers in 80 to 200 words, leading with its stance.
YouRead the stances side by side and keep what you need.
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5
Cover
AgentsEach analyst keeps a coverage book that lists its names as core, watch, pair or monitor, along with the jobs open on them.
YouAsk for an update, follow up, reassign or remove a name.
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6
Case file
AgentsThe covering analyst researches the name in its case file, turn by turn, through the Research Harness.
YouRead each turn of the case in the analyst's threads, where they gather into one case file.
Every Monday Scout screens for new names again, and every morning the huddle opens on the names you cover.
Inside a thread
Talk to an analyst the way you would talk to a colleague. It works with the desk's own tools, and nothing it writes goes through until you allow it.
Mira ChenAnswers inside its framework, at the depth you chose.GARPPick Auto, Quick read, Full read or Deep read, or use Plan mode to see the plan before anything runs.
Each analyst has its own lens, voice and red flags, and works only with the tools its role allows.
An analyst can propose a paper trade, but it never places one itself.
Send one question to up to four analysts at once and read their stances side by side.
See it at work
A look at the analyst desk, the council, the morning huddle and Agent Studio.
Talking to an analyst
Each analyst has a page of its own, with its mandate, its threads and its coverage book.
- Threads keep every conversation, and a case's research turns gather into one case file
- The coverage book lists the names it holds, and the jobs open on them
- A signed mandate sets the universe the analyst works in
Several views, side by side
Put a question to the council and each analyst answers within its own framework, stance first, so you can see where they differ.
- Up to four analysts on one question
- 80 to 200 words each, leading with the stance
- Officers sit out, since the council is a room for the analysts
The morning huddle
A short meeting before the market opens, prepared by the analysts and chaired by Vale.
- Up to eight items, covering the tape, coverage updates and the regime
- Say "next", "agenda" or "wrap", or @ an analyst to ask a question
- You get minutes, and an action on every item
Make your own analyst
In Agent Studio you start from a template, set the framework, mandate, voice, red flags, tools and skills, and then publish a version.
- Five templates, or start blank
- Preview before you publish, and keep every version
- Your analysts work in threads and missions
The analysts, in numbers
- 4 frameworksGrowth at a reasonable price, deep value, the macro regime and the tape.
- 4 at onceAnalysts answering the same council question, side by side.
- 8 a weekNew names Scout screens against your book when it runs each Monday.
- 5 templatesStarting points in Agent Studio for an analyst of your own.
Where the work goes
- Research notesThe threads you save to notes, and each analyst's standing desk note, which holds its coverage reports.
- Case filesEach case has one covering analyst, whose research runs through the Research Harness with every turn kept on the file.
- The coverage bookThe names each analyst holds and the role each one plays, the jobs open on them, and an update whenever you ask for one.